1. Supporting disadvantaged people and communities for over 26 years Sara Cooney Grant Manager, South Central England and London

2. About the Foundation

3. A leading community grant maker A registered charity Independently run Income deeded from Lloyds Banking Group - £25m per year for 2013 Since inception over £312m invested in over 42,000 charities

4. At the heart of our work Supporting small & medium charities that help disadvantaged people who live in England or Wales to play a fuller role in the community

5. Our focus is on lasting change Support for charities that deliver lasting changes for individuals and/or communities Charities must show tangible changes for users

6. Funding Across the Regions In 2012, the Foundation awarded 841 grants, investing over £20.5 million across England and Wales 50% of our funding is invested in the 20% most deprived areas 75% of funding goes towards core costs such as salaries, rent and utilities

7. Distribution of Funding in 2012

8. 2012 Funding in East Berkshire Slough Immigration Aid Unit received £23,900 towards an immigration advisor’s salary £26,300 to Berkshire Autistic Society supporting its Parent to Parent Post Diagnosis Support Project £25,000 awarded to Innersense towards salary costs supporting its multisensory theatrical workshop programme for people with learning disabilities

9. Our Funding Programmes Community Programme The community programme focuses on funding work that helps disadvantaged people to play a fuller role in the community. To be eligible you must have: Unrestricted reserves of 12 months or less Have an income of £1 million or less if you work locally or regionally Have an income of £5 million or less if you work nationally

10. Our Funding Programmes We also run issue-based programmes that fund charities specialising in particular areas –In 2012 we ran a new Older People’s Programme for charities whose work encourages empowerment and independence of older people –£2.1m was awarded to 15 charities Previous programmes have focussed on supporting people in contact with the criminal justice system including young offenders, ex-offenders and offenders with mental health issues

11. We focus on charities’ needs and delivering lasting change Support for charities with a track record of service delivery Established and/or new work Core costs including salaries so charities can deliver core services Projects that build on charities’ core purposes Support for charities that can show lasting measurable changes for service users 1-3 year grants that are appropriate to the size of the charity

12. Our focus – who we don’t fund Organisations that are not registered charities Charities that mainly work overseas Charities that mainly give funds to other charities, individuals or other organisations Hospitals, hospices or medical centres Rescue services Schools, colleges and universities Charities with more than 12 months running costs in their free reserves

13. Our focus – what we don’t fund Activities for which a statutory body is responsible Capital projects, equipment, appeals, refurbishments Environmental work, expeditions/overseas travel, Holidays or trips. Work promoting religion Loans or business finance, sponsorship or funding towards a marketing appeal or fundraising activities Medical research, funding for medical equipment or health treatments Work with animals or to promote animal welfare

14. How to apply to our Community Programme 1.Visit our website for information on our funding programmes: www.lloydstsbfoundations.org.ukwww.lloydstsbfoundations.org.uk 2.For our Community programme, complete our on- line charity eligibility questionnaire or call us on 0870 411 1223 to complete it for you 3.If your charity is eligible, we will call to discuss whether your work is eligible and your potential application 4.Assessment Visit 5.Application Form 6.Decision 7.Monitoring

15. What we look for in a well run organisation Good governance Good support for staff and volunteer development Well managed finances Planning for the charity’s future Understanding of the needs of service users with services responding to these Good networking/external relationships Ability to describe and demonstrate the difference your work makes to your service users Commitment to quality

16. What we are looking for in an application A well planned proposal responding to an identified need An understanding of your service users A well thought out delivery plan and budget A clear identification of the changes and benefits it will deliver for your service users and the objectives you aim to achieve Details of how you will monitor and measure your progress in achieving your objectives

17. Before you contact us Do your homework and plan a proper timetable Be clear about what you’re seeking funding for Does your funding need fit with our funding criteria and priorities. Not all funders are the right funder for everyone

18. Tips to help your application Be realistic in your request and in your proposal Build an evidence base – we’ll want to see how you monitor the changes and benefits experienced by users Ask someone to check your application before you send it

19. Contact details For information on our programmes and to check if you are eligible for funding, visit our website www.lloydstsbfoundations.org.uk For general enquiries, please call 0870 411 1223 or e-mail: enquiries@lloydstsbfoundations.org.uk enquiries@lloydstsbfoundations.org.uk Sara Cooney Grant Manager, South Central England and London Direct Line: 07872 031793 email: scooney@lloydstsbfoundations.org.ukscooney@lloydstsbfoundations.org.uk

20. Helping disadvantaged people to play a fuller role in their communities for over 26 years